We are live on ! Find out more

1,950 hedge funds and large institutions have $70.8B invested in IBM in 2019 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 777 increasing their positions, 798 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 92

0.36% more ownership

Funds ownership: 58.86%59.22% (+0.36%)

0% more capital invested

Capital invested by funds: $70.6B → $70.8B (+$199M)

3% less repeat investments, than reductions

Existing positions increased: 777 | Existing positions reduced: 798

1% less funds holding

Funds holding: 1,9751,950 (-25)

13% less funds holding in top 10

Funds holding in top 10: 6052 (-8)

24% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $2.18B

Holders
1,950
Holders Change
-25
Holders Change %
-1.27%
% of All Funds
42.35%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
1.13%
New
99
Increased
777
Reduced
798
Closed
92
Calls
$1.65B
Puts
$2.18B
Net Calls
-$522M
Net Calls Change
+$64.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
1101
First Nebraska Trust
Nebraska
$867K -$65.3K -497 -7%
FFS
1102
Founders Financial Securities
Maryland
$865K -$79.5K -605 -8%
BMM
1103
Buffington Mohr McNeal
Idaho
$863K
PWSG
1104
Pacific Wealth Strategies Group
California
$858K -$15.6K -119 -2%
SCP
1105
Syntal Capital Partners
Texas
$857K -$68K -518 -7%
AP
1106
Atwood & Palmer
Missouri
$855K -$13.8K -105 -2%
RI
1107
Ridgewood Investments
New Jersey
$853K +$26K +198 +3%
PL
1108
Plancorp LLC
Missouri
$851K -$198K -1,507 -19%
MFG
1109
Merit Financial Group
Georgia
$850K +$13.9K +106 +2%
BCCM
1110
Bridge Creek Capital Management
Massachusetts
$849K +$846K +6,438 New
EH
1111
Employers Holdings
Nevada
$847K +$844K +6,423 New
EB
1112
Eastern Bank
Massachusetts
$843K -$167K -1,271 -17%
PHS
1113
Pekin Hardy Strauss
Illinois
$841K -$68.7K -523 -8%
BS
1114
Bessemer Securities
New York
$841K
SFG
1115
StrategIQ Financial Group
Indiana
$841K +$131 +1 +0%
MWP
1116
MYCIO Wealth Partners
Pennsylvania
$838K -$13K -99 -2%
WPW
1117
Waldron Private Wealth
Pennsylvania
$837K -$113K -857 -12%
GIP
1118
Granite Investment Partners
California
$836K +$50.8K +387 +6%
TC
1119
Trilogy Capital
California
$835K +$162K +1,233 +25%
SP
1120
SWS Partners
Ohio
$832K +$764K +5,815 New
TPWA
1121
TRUE Private Wealth Advisors
Oregon
$830K -$11.7K -89 -1%
CA
1122
Cambridge Advisors
Nebraska
$828K -$11.7K -89 -1%
CPR
1123
CSU Producer Resources
Ohio
$827K
RCA
1124
Rowland Carmichael Advisors
Arizona
$823K -$27.1K -206 -3%
FI
1125
Fosun International
China
$819K

IBM Hedge Fund Activity: Q2 2019 in Review

1,950 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in IBM (IBM) for Q2 2019, worth a combined $70.8B — up 0.28% from $70.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new IBM positions and 92 closed out — a net gain of 7 holders — while 777 added to existing stakes and 798 trimmed.

The largest buyer was Nuveen, adding an estimated $638M. The largest seller was Credit Suisse, cutting an estimated $218M.

  • 1,950 institutional investors held IBM (IBM) as of Q2 2019, down from 1,975 in Q1 2019.
  • Funds reported $70.8B of IBM stock for Q2 2019, up 0.28% quarter-over-quarter.
  • 99 funds opened new IBM positions in Q2 2019 and 92 closed out, a net change of +7 holders.
  • The largest IBM buyer in Q2 2019 was Nuveen, an estimated $638M added.
  • The largest IBM seller in Q2 2019 was Credit Suisse, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2019.